Latest Institutional Purchases of Southern CO (SO)
This list provides information on the latest institutional transactions involving Southern CO (SO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Hemenway Trust CO LLC
|
BUY
|
- |
3.1KNew |
$189K - $213K
|
3.1K
$285K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
990New |
$60.5K - $67.9K
|
990
$91K
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
820New |
$50.1K - $56.2K
|
820
$75.4K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
400New |
$24.4K - $27.4K
|
400
$36.8K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
196New |
$12K - $13.4K
|
196
$18K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
105New |
$6.42K - $7.2K
|
105
$9.66K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
101New |
$6.17K - $6.93K
|
101
$9.29K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
75New |
$4.58K - $5.14K
|
75
$6.9K
|
|
|
Jan 20, 2022
Q4 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
14+ 0.32% |
$855 - $960
|
4.37K
$401K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
3New |
$183 - $206
|
3
$276
|
|
| Q3 2021 | |||||||
|
Oct 15, 2021
Q3 2021
|
Cohen Klingenstein LLC
|
BUY
|
- |
12.8K+ 142.22% |
$785K - $862K
|
21.8K
$2M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
4.38KNew |
$269K - $295K
|
4.38K
$403K
|
|
|
Nov 09, 2021
Q3 2021
|
Milestone Advisory Partners
|
BUY
|
- |
3.41KNew |
$209K - $229K
|
3.41K
$313K
|
|
|
Oct 29, 2021
Q3 2021
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
3.3KNew |
$202K - $222K
|
3.3K
$303K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
PUT |
2KNew |
$123K - $135K
|
2K
$184K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
300New |
$18.4K - $20.2K
|
300
$27.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
249New |
$15.3K - $16.8K
|
249
$22.9K
|
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
205+ 41.0% |
$12.6K - $13.8K
|
705
$64.8K
|
|
|
Oct 26, 2021
Q3 2021
|
Emfo, LLC
|
BUY
|
- |
200New |
$12.3K - $13.5K
|
200
$18.4K
|
|
|
Nov 04, 2021
Q3 2021
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
CALL |
100New |
$6.13K - $6.73K
|
100
$9.2K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
89.6KNew |
$5.42M - $5.95M
|
89.6K
$8.24M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
46.6KNew |
$2.82M - $3.1M
|
46.6K
$4.29M
|
|
|
Aug 09, 2021
Q2 2021
|
Canal Insurance CO
|
BUY
|
- |
10K+ 100.0% |
$605K - $664K
|
20K
$1.84M
|
|
|
Aug 10, 2021
Q2 2021
|
Lafayette Investments, Inc.
|
BUY
|
- |
4KNew |
$242K - $266K
|
4K
$368K
|
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
2K+ 81.97% |
$121K - $133K
|
4.44K
$408K
|
|
|
Jul 13, 2021
Q2 2021
|
Hoese & CO LLP
|
BUY
|
- |
200New |
$12.1K - $13.3K
|
200
$18.4K
|
|
| Q1 2021 | |||||||
|
Apr 27, 2021
Q1 2021
|
St. Louis Trust CO
|
BUY
|
- |
3.5KNew |
$199K - $218K
|
3.5K
$322K
|
|
|
Apr 20, 2021
Q1 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
640New |
$36.3K - $39.9K
|
640
$58.9K
|
|
| Q4 2020 | |||||||
|
Apr 16, 2021
Q4 2020
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
30KNew |
$1.64M - $1.93M
|
30K
$2.76M
|
|
|
Feb 16, 2021
Q4 2020
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
8.34K+ 53.15% |
$456K - $535K
|
24K
$2.21M
|
|
|
Jan 27, 2021
Q4 2020
|
Penbrook Management LLC
|
BUY
|
- |
1KNew |
$54.6K - $64.2K
|
1K
$92K
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
413New |
$22.6K - $26.5K
|
413
$38K
|
|
| Q3 2020 | |||||||
|
Oct 27, 2020
Q3 2020
|
Steph & CO
|
BUY
|
- |
140New |
$7.22K - $7.81K
|
140
$12.9K
|
|
|
Jan 19, 2021
Q3 2020
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.1% |
$103 - $112
|
1.98K
$182K
|
|
| Q2 2020 | |||||||
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
702New |
$35.2K - $42.4K
|
702
$64.6K
|
|
|
Aug 12, 2020
Q2 2020
|
Compton Capital Management Inc
|
BUY
|
- |
300+ 6.45% |
$15K - $18.1K
|
4.95K
$455K
|
|
|
Jul 28, 2020
Q2 2020
|
Costello Asset Management, Inc
|
BUY
|
- |
37New |
$1.86K - $2.23K
|
37
$3.4K
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
52K+ 163.01% |
$2.25M - $3.68M
|
83.9K
$7.72M
|
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
958New |
$41.4K - $67.9K
|
958
$88.1K
|
|
| Q4 2019 | |||||||
|
Feb 12, 2020
Q4 2019
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
537New |
$32.4K - $34.3K
|
537
$49.4K
|
|
|
Feb 13, 2020
Q4 2019
|
Acg Wealth
|
BUY
|
PUT |
100New |
$6.03K - $6.39K
|
100
$9.2K
|
|
| Q3 2019 | |||||||
|
Oct 22, 2019
Q3 2019
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
CALL |
50KNew |
$2.74M - $3.1M
|
50K
$4.6M
|
|
|
Oct 29, 2019
Q3 2019
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
1KNew |
$54.8K - $62K
|
1K
$92K
|
|
|
Oct 31, 2019
Q3 2019
|
Fulcrum Capital LLC
|
BUY
|
- |
700New |
$38.4K - $43.4K
|
700
$64.4K
|
|
|
Nov 12, 2019
Q3 2019
|
Silvant Capital Management LLC
|
BUY
|
- |
634+ 58.01% |
$34.8K - $39.3K
|
1.73K
$159K
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Centiva Capital, LP
New York, NY |
BUY
|
PUT |
4.7K+ 37.3% |
$241K - $265K
|
17.3K
$1.59M
|
|
|
Aug 27, 2019
Q2 2019
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
2.4KNew |
$123K - $135K
|
2.4K
$221K
|
|
| Q1 2019 | |||||||
|
Apr 22, 2019
Q1 2019
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
3.93KNew |
$172K - $206K
|
3.93K
$361K
|
|
| Q4 2018 | |||||||
|
Feb 13, 2019
Q4 2018
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
64.6KNew |
$2.76M - $3.07M
|
64.6K
$5.94M
|
|
|
Feb 14, 2019
Q4 2018
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
10.1KNew |
$432K - $480K
|
10.1K
$927K
|
|